+101.4%
HAL vs FRSH
-72.6%
+173.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.8% |
| 7D | -3.3% | -11.2% | +7.9% | -2.1% |
| 30D | +7.2% | -0.8% | +8.0% | +7.2% |
| 3M | -8.8% | +26.4% | -35.2% | -11.2% |
| 6M | +3.0% | +48.4% | -45.4% | -1.8% |
| YTD | +29.4% | -3.1% | +32.5% | +28.7% |
| 1Y | +62.8% | -8.7% | +71.5% | +62.9% |
| 3Y | -6.4% | -45.8% | +39.4% | -3.3% |
| All | +101.4% | -72.6% | +173.9% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded FRSH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling